GFG
Goldstone Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Sell |
90,984
-1,066
| -1% | -$99.9K | 1.13% | 27 |
|
|
2025
Q1 | $7.83M | Sell |
92,050
-6,046
| -6% | -$514K | 1.19% | 26 |
|
|
2024
Q4 | $8.67M | Buy |
98,096
+16,581
| +20% | +$1.47M | 1.36% | 23 |
|
|
2024
Q3 | $7.18M | Buy |
81,515
+12,120
| +17% | +$1.07M | 1.25% | 24 |
|
|
2024
Q2 | $5.63M | Buy |
69,395
+10,797
| +18% | +$875K | 1.13% | 24 |
|
|
2024
Q1 | $4.93M | Buy |
58,598
+12,600
| +27% | +$1.06M | 1.13% | 24 |
|
|
2023
Q4 | $3.58M | Buy |
45,998
+12,863
| +39% | +$1,000K | 0.92% | 28 |
|
|
2023
Q3 | $2.29M | Buy |
33,135
+2,860
| +9% | +$198K | 0.68% | 34 |
|
|
2023
Q2 | $2.21M | Buy |
30,275
+8,316
| +38% | +$607K | 0.65% | 33 |
|
|
2023
Q1 | $1.54M | Buy |
+21,959
| New | +$1.54M | 0.51% | 38 |
|